Including a signature to your HubSpot varieties can assist to present your varieties a extra skilled and polished look. It will probably additionally assist to extend the possibilities of your varieties being accomplished, as persons are extra more likely to signal a kind in the event that they know who it’s from. On this article, we’ll present you add a signature to your HubSpot varieties.
Step one is to create a signature picture. This may be performed utilizing any picture modifying software program, similar to Photoshop or GIMP. After getting created your signature picture, that you must add it to HubSpot. To do that, go to the “Settings” tab in HubSpot and click on on the “Information and Paperwork” hyperlink. Then, click on on the “Add Information” button and choose your signature picture.
As soon as your signature picture has been uploaded, you’ll be able to add it to your varieties. To do that, go to the “Types” tab in HubSpot and click on on the shape you wish to add a signature to. Then, click on on the “Edit” button and go to the “Type Fields” tab. Within the “Type Fields” tab, you will note a piece known as “Signature.” Click on on the “Add Signature” button and choose your signature picture.
Making a New Signature in HubSpot Types
To create a brand new signature in HubSpot Types, comply with these steps:
-
Navigate to the “Types” part in HubSpot.
– Hover over the “Advertising” tab within the HubSpot dashboard and choose “Types” from the dropdown menu.
– From right here, you’ll be able to create a brand new kind or edit an present one so as to add a signature. -
Within the kind editor, click on on the “Signature” area.
– Drag and drop the “Signature” area from the left-hand panel onto the shape canvas.
– It will create a brand new area the place customers can signal their signatures. -
Configure the signature area settings.
– You possibly can customise the label of the signature area to match the aim of your kind, similar to “Please signal beneath” or “Digital Signature”.
– You can too make the signature area required or non-compulsory, relying on the significance of the signature.
Customizing the Look of Your Signature
As soon as you’ve got created your signature, you’ll be able to customise its look to match the type of your varieties. Listed below are the choices you’ll be able to alter:
Font Model
| Choice | Description |
|---|---|
| Font Household | Select the font household you wish to use to your signature. |
| Font Measurement | Set the scale of the font in your signature. |
| Font Coloration | Choose the colour of the font in your signature. |
| Font Weight | Select the load of the font in your signature (e.g., daring, common, mild). |
| Font Model | Choose the type of the font in your signature (e.g., italic, underline). |
You can too preview the modifications you make to the font type in actual time, so you’ll be able to see how your signature will look earlier than you put it aside.
Alignment and Margins
| Choice | Description |
|---|---|
| Alignment | Select the alignment of your signature (e.g., left, middle, proper). |
| Prime Margin | Set the margin above your signature. |
| Backside Margin | Set the margin beneath your signature. |
| Left Margin | Set the margin to the left of your signature. |
| Proper Margin | Set the margin to the fitting of your signature. |
By adjusting the alignment and margins, you’ll be able to management the location and spacing of your signature in your varieties.
Troubleshooting Signature Points
1. Signature Picture Is Not Displaying
Make sure that the signature picture is correctly uploaded and linked to the shape. Examine if the picture URL is appropriate and that the picture format is supported.
2. Signature Line Is Not Showing
Confirm that the signature line is enabled within the kind settings. Additionally, examine if the signature line is correctly formatted and that it makes use of the proper CSS types.
3. Signature Discipline Is Not Validating
Make sure that the signature area is required within the kind settings. Examine if the sector is configured to simply accept legitimate digital signatures and that the validation guidelines are correctly set.
4. Signature Is Not Being Saved
Examine if the shape is correctly built-in with Hubspot CRM and that the signature knowledge is being despatched to the proper fields. Additionally, make sure that the CRM fields are configured to simply accept digital signatures.
5. Signatures Are Being Rejected
Confirm that the digital signature supplier is trusted and that the signatures meet the platform’s validation necessities. Additionally, examine if the signer’s system or browser is appropriate with digital signatures.
6. Superior Troubleshooting Steps
| Problem | Resolution |
|---|---|
| Signature is simply too giant | Compress the signature picture and scale back its file measurement. |
| Signature isn’t responsive | Use a responsive picture format (e.g., PNG, SVG) and alter the CSS types to make sure correct scaling. |
| Signature is rotated or misaligned | Examine the picture orientation and make sure that the CSS types are set accurately to align the signature correctly. |
| Signature isn’t appropriate with sure browsers | Take a look at the signature in numerous browsers and make sure that it renders accurately. Think about using compatibility plugins or polyfills if essential. |
| Signature isn’t safe | Implement further safety measures, similar to utilizing SSL encryption and safe signature suppliers. |
Including a Required Signature to a Type
So as to add a required signature to a kind in HubSpot, comply with these steps:
1. Create or Edit a Type
In your HubSpot account, navigate to Advertising > Types and create a brand new kind or edit an present one.
2. Click on the “Add Discipline” Button
Within the kind editor, click on the “Add Discipline” button and choose “Signature” from the dropdown menu.
3. Configure the Signature Discipline
Within the “Signature Discipline” settings panel, you’ll be able to customise varied choices, similar to:
- Label: Specify the label that can seem above the signature area.
- Required: Allow this feature to make the signature area necessary.
- Use PDF Obtain Choice: Choose this feature to permit customers to obtain a PDF of their signature.
4. Optionally, Set Up Conditional Logic
Conditional logic lets you show the signature area solely underneath particular situations. To arrange conditional logic, click on on the “Conditional Logic” tab within the “Signature Discipline” settings panel.
5. Click on “Save”
After configuring the signature area, click on the “Save” button to save lots of your modifications.
6. Preview the Type
Click on on the “Preview” tab within the kind editor to preview the shape with the signature area. It will permit you to verify that the sector is displayed accurately.
7. Publish the Type
As soon as you might be happy with the preview, click on the “Publish Type” button to make the shape accessible for submissions. When a consumer submits the shape, they are going to be prompted to attract or add a signature.
Utilizing Conditional Logic with Signature Fields
Conditional logic lets you show or conceal signature fields based mostly on particular standards. This may be helpful when you solely wish to accumulate signatures from sure varieties of respondents, similar to those that have agreed to a particular phrases of service or who meet sure standards.
To make use of conditional logic with signature fields, comply with these steps:
1. Open the shape within the Hubspot kind builder.
2. Click on on the signature area that you just wish to add logic to.
3. Click on on the “Edit” button within the sidebar.
4. Within the “Conditional Logic” part, click on on the “Add a rule” button.
5. Choose the situation that you just wish to use.
6. Enter the worth that you just wish to examine the sector to.
7. Click on on the “Save” button.
The signature area will now solely be displayed if the desired situation is met.
Listed below are some examples of conditional logic that you need to use with signature fields:
| Situation | Description |
|---|---|
| Discipline worth is the same as | This situation can be met if the worth of the sector is the same as the desired worth. |
| Discipline worth isn’t equal to | This situation can be met if the worth of the sector isn’t equal to the desired worth. |
| Discipline worth is bigger than | This situation can be met if the worth of the sector is bigger than the desired worth. |
| Discipline worth is lower than | This situation can be met if the worth of the sector is lower than the desired worth. |
| Discipline worth is empty | This situation can be met if the worth of the sector is empty. |
| Discipline worth isn’t empty | This situation can be met if the worth of the sector isn’t empty. |
By utilizing conditional logic with signature fields, you’ll be able to create varieties which are extra focused and environment friendly.
Automating Signature Assortment with HubSpot Workflows
HubSpot workflows present a strong option to automate the method of amassing signatures out of your contacts. By making a workflow that triggers when a particular kind is submitted, you’ll be able to mechanically ship out a signature request to the contact and observe their progress till the signature is full.
To create a signature assortment workflow, comply with these steps:
- In your HubSpot account, navigate to the Workflows tab.
- Click on the “Create workflow” button.
- Choose the “Begin from scratch” possibility.
- Give your workflow a reputation and outline.
- Within the “Set off” part, choose the “Type submission” set off.
- Choose the shape that you just wish to use to set off the workflow.
- Within the “Actions” part, add the “Ship signature request” motion.
- Choose the doc that you just wish to have signed.
- Configure the settings for the signature request, such because the expiration date and reminder emails.
- Add any further actions that you really want the workflow to carry out, similar to sending a thank-you e mail to the contact as soon as they’ve signed the doc.
After getting created your workflow, it’s going to mechanically run at any time when the set off kind is submitted. HubSpot will ship out a signature request to the contact and observe their progress till the signature is full. You possibly can view the standing of your signature requests within the “Workflows” tab in your HubSpot account.
| Profit | Description |
| Elevated effectivity | Automating the signature assortment course of can prevent effort and time. |
| Improved accuracy | HubSpot workflows assist to make sure that signature requests are despatched to the proper contacts and that the proper paperwork are signed. |
| Enhanced monitoring | You possibly can observe the standing of your signature requests within the HubSpot Workflows tab and obtain notifications when a signature is full. |
Finest Practices for Utilizing Signatures in HubSpot Types
Incorporating signatures into HubSpot varieties enhances their professionalism, streamlines processes, and ensures knowledge accuracy. Listed below are some greatest practices to think about:
1. Use Legally Binding Signatures
In case your kind collects vital data or agreements, think about using legally binding signatures. HubSpot presents e-signatures that adjust to trade requirements and supply a safe and auditable option to seize consent.
2. Clearly Label Signature Fields
Guarantee your signature area is clearly labeled as “Signature” or “Digital Signature” to keep away from confusion and guarantee customers perceive its objective.
3. Restrict Signature Fields to Important Paperwork
Keep away from including signature fields to each kind. Use them just for paperwork that require authorized documentation or the place the signer’s consent is essential.
4. Present Directions for Signing
Embody clear directions on add a signature. If you happen to’re utilizing digital signatures, present a hyperlink to the e-signature platform or a step-by-step information.
5. Ship Affirmation Emails
Upon kind submission, ship an automatic affirmation e mail that features a copy of the signed doc. This supplies a document for each events.
6. Often Evaluation and Replace Types
Periodically evaluation your varieties to make sure they’re up-to-date and together with all essential data, similar to the newest authorized necessities.
7. Use Prefilled Signatures for Saved Contacts
In case your contacts have beforehand signed varieties, HubSpot lets you prefill their signatures, saving time and growing comfort.
8. Combine with Different Techniques
Combine your HubSpot varieties with different techniques, similar to CRM or doc administration instruments, to automate processes and streamline communication.
9. Think about Cellular Optimization
Guarantee your varieties are optimized for viewing and signing on cellular gadgets to cater to a variety of customers.
10. Monitor Signature Progress and Knowledge Assortment
Use HubSpot’s analytics to trace the progress of your varieties, monitor signature charges, and collect worthwhile knowledge on customers’ habits. This data can assist you enhance the effectiveness of your varieties and accumulate insights for decision-making.
| Function | Profit |
|—|—|
| Legally Binding Signatures | Guarantee compliance and forestall disputes |
| Clear Labeling | Keep away from confusion and improve readability |
| Restricted Use of Signature Fields | Concentrate on important paperwork |
| Directions for Signing | Information customers by means of the method |
| Affirmation Emails | Present a document for all events |
| Common Type Evaluation | Preserve up-to-date data |
| Prefilled Signatures | Save time and enhance comfort |
| System Integration | Automate processes and streamline communication |
| Cellular Optimization | Cater to a wider vary of customers |
| Signature Monitoring | Monitor progress and collect insights |
How one can Add a Signature in HubSpot Types
Including a signature in HubSpot varieties lets you accumulate legally binding signatures out of your leads and prospects. Digital signatures can be utilized for varied functions, similar to gross sales contracts, buyer agreements, and even on-line petitions.
Here’s a step-by-step information on add a signature in HubSpot varieties:
1. Create a brand new kind or edit an present one.
2. Click on on the “Fields” tab.
3. Drag and drop the “Signature” area into your kind.
4. You possibly can customise the signature area by clicking on the “Settings” button.
5. Within the settings, you’ll be able to specify the next:
- Signature label: The textual content that can seem above the signature area.
- Signature sort: There are two varieties of signatures you’ll be able to accumulate: “Draw to signal” and “Sort to signal“.
- Required: If you’d like the signature to be required earlier than the shape may be submitted, examine this field.
6. Click on on the “Save” button to save lots of your modifications.
Folks Additionally Ask About How one can Add a Signature in HubSpot Types
How do I make a signature area required in HubSpot varieties?
To make a signature area required in HubSpot varieties, comply with these steps:
- Create a brand new kind or edit an present one.
- Click on on the “Fields” tab.
- Drag and drop the “Signature” area into your kind.
- Click on on the “Settings” button for the signature area.
- Examine the field subsequent to “Required“.
- Click on on the “Save” button to save lots of your modifications.
How do I customise the signature area in HubSpot varieties?
You possibly can customise the signature area in HubSpot varieties by clicking on the “Settings” button for the sector. Within the settings, you’ll be able to specify the next:
- Signature label: The textual content that can seem above the signature area.
- Signature sort: There are two varieties of signatures you’ll be able to accumulate: “Draw to signal” and “Sort to signal“.
- Required: If you’d like the signature to be required earlier than the shape may be submitted, examine this field.
